FRAAX Mutual Fund

NAV$57.81

Returns Overview

1 Month
+0.43%
3 Months
+20.90%
6 Months
+10.96%
YTD
+11.02%
1 Year
+13.61%
3 Years (annualized)
+19.09%
5 Years (annualized)
+9.23%
10 Years (annualized)
+16.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRAAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+8.97%
vs Peers
+2.05%

FRAAX Mutual Fund Performance

FRAAX performance across multiple time periods: 1-month 0.43%, YTD 11.02%, 1-year 13.61%, 3-year 19.09%, 5-year 9.23%, 10-year 16.95%.

FRAAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

FRAAX performance comparison shows side-by-side returns with another fund. FRAAX alternatives are available in the Mutual Fund Screener.